Walkner Condon Financial Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Walkner Condon Financial Advisors’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.8M	Sell	41,520 -2,600	-6%	-$238K	0.5%	46
2025 Q4	$4.03M	Buy	44,120 +29,293	+198%	+$2.68M	0.56%	36
2025 Q3	$1.36M	Buy	14,827 +1,428	+11%	+$131K	0.22%	91
2025 Q2	$1.23M	Buy	13,399 +1,429	+12%	+$131K	0.23%	88
2025 Q1	$1.1M	Buy	11,970 +1,694	+16%	+$155K	0.22%	91
2024 Q4	$940K	Buy	10,276 +1,771	+21%	+$162K	0.19%	99
2024 Q3	$781K	Buy	8,505 +2,074	+32%	+$190K	0.16%	112
2024 Q2	$590K	Sell	6,431 -5,669	-47%	-$519K	0.13%	128
2024 Q1	$1.11M	Buy	12,100 +2,002	+20%	+$183K	0.24%	91
2023 Q4	$923K	Sell	10,098 -1,645	-14%	-$151K	0.21%	99
2023 Q3	$1.08M	Sell	11,743 -2,682	-19%	-$246K	0.29%	79
2023 Q2	$1.32M	Buy	14,425 +2,983	+26%	+$273K	0.35%	68
2023 Q1	$1.05M	Buy	11,442 +623	+6%	+$57.1K	0.29%	77
2022 Q4	$990K	Sell	10,819 -2,007	-16%	-$184K	0.3%	73
2022 Q3	$1.18M	Buy	12,826 +5,532	+76%	+$506K	0.38%	65
2022 Q2	$667K	Sell	7,294 -8,142	-53%	-$744K	0.21%	99
2022 Q1	$1.41M	Buy	+15,436	New	+$1.41M	0.4%	58

Other funds holding BIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Walkner Condon Financial Advisors's BIL Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 5.9% in Q1 2026, selling an estimated $238K and leaving 41,520 shares worth $3.8M. The position accounts for 0.5% of the portfolio, ranked #46.

Walkner Condon Financial Advisors first reported a position in BIL in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.03M in Q4 2025. 1,309 funds tracked by Wall St. Rank hold BIL as of Q1 2026.

Walkner Condon Financial Advisors held 41,520 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $3.8M as of Q1 2026.
Walkner Condon Financial Advisors sold 2,600 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2026, an estimated $238K.
State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.5% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #46 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q1 2022 and has held it in 17 quarters since.
Walkner Condon Financial Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $4.03M in Q4 2025.
1,309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.